Latest Period
Q2 2026
Security Snapshot
SUN LIFE FINANCIAL INC - Common Stock (SLF) Institutional Ownership
CUSIP: 866796105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
492
Shares (Excl. Options)
251,871,076
Price
$78.42
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- Security type / class
- Equity / Common Stock
- Symbol
- SLF on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 251,871,076
- Total 13F value
- $19,989,354,818
- Portfolio coverage rank
- 0.01%
- Share change
- +3,056,657
- Value change
- +$280,385,189
- Number of holders
- 492
- Shares outstanding
- 577,941,890
- SEC-reported price per share
- $82.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SLF - SUN LIFE FINANCIAL INC - Common Stock is tracked under CUSIP 866796105.
- 492 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 450 to 492 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,598,329,189 to $19,989,354,818.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 492 institutions filings for Q2 2026.
Security key
866796105
Latest holder period
Q2 2026
13F holders
492
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
SLF full holder history
SUN LIFE FINANCIAL INC SEC filings
SUN LIFE FINANCIAL INC company facts
SUN LIFE FINANCIAL INC 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 866796105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SLF
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7.3% | $2,498,899,366 | 42,189,758 | BlackRock, Inc. | 31 Dec 2024 |
As of 30 Jun 2026, 492 institutional investors reported holding 251,871,076 shares of SUN LIFE FINANCIAL INC - Common Stock (SLF). This represents 44% of the company’s total 577,941,890 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
32%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 7.2% | 41,552,120 | -0.23% | 0.55% | $3,258,516,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 16,048,272 | +0.46% | 0.03% | $1,259,981,931 |
| BANK OF MONTREAL /CAN/ | 2.1% | 12,232,736 | +18% | 0.36% | $959,457,624 |
| TD Asset Management Inc | 1.7% | 10,101,426 | -28% | 0.69% | $792,806,192 |
| CIBC WORLD MARKET INC. | 1.4% | 8,076,018 | -13% | 1.1% | $633,507,999 |
| 1832 Asset Management L.P. | 1.4% | 7,965,126 | -12% | 0.77% | $624,625,181 |
| BANK OF NOVA SCOTIA | 1.2% | 6,930,024 | +0.88% | 0.82% | $544,051,893 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 6,460,912 | +12% | 0.03% | $526,427,973 |
| NORGES BANK | 1.1% | 6,370,400 | 0.05% | $499,653,469 | |
| MACKENZIE FINANCIAL CORP | 1.1% | 6,244,664 | +2.3% | 0.7% | $695,343,336 |
| FMR LLC | 1% | 6,004,087 | +2.7% | 0.02% | $471,394,097 |
| FIL Ltd | 1% | 5,916,829 | +178064% | 0.33% | $464,543,564 |
| NATIONAL BANK OF CANADA /FI/ | 1% | 5,850,227 | -12% | 0.4% | $457,769,666 |
| TD Waterhouse Canada Inc. | 0.95% | 5,506,035 | -0.4% | 1.1% | $433,831,555 |
| Federation des caisses Desjardins du Quebec | 0.92% | 5,324,854 | -2.9% | 1.3% | $415,566,042 |
| VANGUARD FIDUCIARY TRUST CO | 0.85% | 4,909,410 | -0.02% | 0.08% | $385,447,598 |
| Vanguard Global Advisers, LLC | 0.74% | 4,281,703 | +8.3% | 0.16% | $336,165,066 |
| CIBC Asset Management Inc | 0.66% | 3,839,581 | +183% | 0.66% | $300,874,747 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.65% | 3,739,937 | -46% | 0.23% | $293,050,225 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.65% | 3,735,388 | -6.4% | 0.16% | $292,979,966 |
| TORONTO DOMINION BANK | 0.63% | 3,639,967 | -48% | 0.48% | $285,490,191 |
| Legal & General Group Plc | 0.62% | 3,571,561 | -6.7% | 0.06% | $280,311,907 |
| SCOTIA CAPITAL INC. | 0.54% | 3,144,681 | -3.6% | 0.92% | $245,897,893 |
| LETKO, BROSSEAU & ASSOCIATES INC | 0.54% | 3,144,427 | -3.7% | 3.6% | $246,789,037 |
| Fiera Capital Corp | 0.54% | 3,126,682 | +36% | 0.89% | $245,042,258 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 251,871,076 | $19,989,354,818 | +$280,385,189 | $78.42 | 492 |
| 2026 Q1 | 248,697,219 | $15,598,329,189 | -$160,379,350 | $62.56 | 450 |
| 2025 Q4 | 250,812,952 | $15,741,684,273 | -$80,023,161 | $62.40 | 438 |
| 2025 Q3 | 251,184,192 | $15,121,910,628 | -$986,673,471 | $60.03 | 430 |
| 2025 Q2 | 264,451,608 | $17,597,668,171 | +$541,202,758 | $66.45 | 441 |
| 2025 Q1 | 256,559,337 | $14,718,493,888 | -$304,202,947 | $57.26 | 414 |
| 2024 Q4 | 262,042,373 | $15,553,936,509 | -$475,976,364 | $59.34 | 429 |
| 2024 Q3 | 270,834,842 | $15,703,840,495 | +$178,361,927 | $58.02 | 413 |
| 2024 Q2 | 268,395,120 | $13,154,916,138 | -$336,339,498 | $48.99 | 389 |
| 2024 Q1 | 267,470,701 | $14,560,890,385 | +$14,895,892 | $54.58 | 409 |
| 2023 Q4 | 269,742,208 | $13,998,054,295 | +$201,170,563 | $51.86 | 389 |
| 2023 Q3 | 266,036,162 | $12,988,236,675 | -$49,681,465 | $48.80 | 367 |
| 2023 Q2 | 267,727,622 | $13,960,007,682 | -$167,921,627 | $52.12 | 369 |
| 2023 Q1 | 270,172,507 | $12,619,414,140 | -$2,860,259 | $46.70 | 369 |
| 2022 Q4 | 255,761,161 | $11,872,697,803 | -$184,589,152 | $46.42 | 351 |
| 2022 Q3 | 271,750,177 | $10,869,110,194 | -$399,804,546 | $39.76 | 346 |
| 2022 Q2 | 281,099,084 | $12,902,811,865 | +$260,982,051 | $45.81 | 339 |
| 2022 Q1 | 277,068,418 | $15,474,302,350 | -$154,785,495 | $55.83 | 345 |
| 2021 Q4 | 279,787,181 | $15,587,506,602 | -$276,860,730 | $55.69 | 338 |
| 2021 Q3 | 276,263,240 | $14,226,255,819 | +$271,613,786 | $51.45 | 307 |
| 2021 Q2 | 271,516,063 | $14,001,407,769 | +$253,889,277 | $51.54 | 309 |
| 2021 Q1 | 263,569,159 | $13,327,242,405 | +$316,557,393 | $50.54 | 333 |
| 2020 Q4 | 259,653,005 | $11,573,400,765 | -$157,963,665 | $44.45 | 335 |
| 2020 Q3 | 267,504,177 | $10,897,923,134 | +$50,155,117 | $40.73 | 297 |
| 2020 Q2 | 266,861,076 | $9,781,340,521 | +$305,841,339 | $36.74 | 290 |